Review Coinbase wallets on a schedule
Ask Notis to retrieve your Coinbase wallets on a cadence and summarize the returned wallet information in one run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Wallets
Lists all wallets in your account.
Why this helps
Wallet checks can become another small task to remember, especially when financial context is spread across tools.
- Bring wallet information into a predictable review routine.
- Reduce repeated context switching for routine checks.
- Keep the result available in the selected report channel.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Coinbase once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe the wallet review and summary you want Notis to produce in one instruction.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real Coinbase wallet list.
Questions about this workflow
Does Agile CRM start this automation?
No. Agile CRM has no listed trigger events, so this workflow starts from a recurring Notis schedule.
Will it send crypto?
No. It lists wallets and can summarize the returned information; it does not transfer funds.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Coinbase. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Coinbase actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Wallets
Lists all wallets in your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset Details
Retrieves an asset’s status, collateral weights, and borrowing limits.
Get Exchange Currency
Retrieves a currency’s status, type, precision, payment methods, and conversion options.
Get Historical Funding Rate
Retrieves an instrument’s historical funding rates, mark prices, and event times.
Get Quote Per Instrument
Retrieves a trading instrument’s current quote, including bid, ask, recent trades, and mark prices.
Get Daily Trading Volume
Retrieves daily trading volume data for specified spot or perpetual futures instruments.
Get Instrument Details
Retrieves an instrument’s trading setup, margin requirements, and 24-hour statistics.
Get Market Product Book
Retrieves a product’s current order book, including bids, asks, prices, and spread.
Connect any two apps with Notis in the middle.
Agile CRM and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coinbase.